Humanise The Numbers - for ambitious accountants in practice

Jenny Cessini of Davies Grant - Workflow Series


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How on earth, as a firm of accountants do you manage the ever-increasing workload thanks to new clients, thanks to extra work from existing clients and the fact that it's really tough to recruit more good people into your firm?

And that seems to be getting harder, doesn't it?

On this podcast discussion with Jenny Cessini of Davis Grant in Ilford (a five partner firm with 40 people in their organisation), you'll hear Jenny describe in granular detail how their weekly workflow process helps to marry up and balance the weekly expectations of their clients and new prospective clients too.

Jenny describes the weekly processes that they use to balance the workload amongst the team, get team buy in so that they're better at delivering on the targets that they have set every week and achieve the customer care that they're clearly so passionate about.

So why not please join me and Jenny on this Humanise The Numbers podcast, and hear how it's possible to balance, blend and achieve with the two things that really matter - a fully engaged team and a delighted client bank.

I hope you enjoy the podcast as much as I did.

 When on this episode page, please scroll down for the contact information for Jenny and to find additional resources mentioned in the podcast. 

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Humanise The Numbers - for ambitious accountants in practiceBy Paul Shrimpling


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